Legal automation for HubSpot
Approved language, risk-tiered clauses, and approval routing in one system. Every signature logged, every version tracked. Sales keeps moving, legal stays in control.
Trusted by 40,000+ teams
Trigger
New Deal in HubSpot
Generate
Send & Sign
Email + PDF & E-Sign
Save & Sync
HubSpot + Drive + OneDrive
The challenge
When contracts live in email threads, version control vanishes and unapproved language slips through. Here is what breaks first.
Sales emails a PDF, legal comments in Word, revisions pile up in Slack. Nobody knows which file is final, and conflicting versions reach the customer.
Without guardrails tied to deal properties, reps copy old clauses or paste terms from a prior company. Legal only finds out after the contract is signed.
Proving who approved what, when they reviewed it, and which identity signed means digging through five systems instead of pulling one deal record.
The solution
Policy becomes the default path, not a PDF checklist.
Show the right jurisdiction, data processing language, or payment terms based on properties legal already trusts in HubSpot.
Send contracts through finance or GC queues before they reach the customer. Every decision stays attached to the workflow run.
Built-in eSignatures record timestamps, identities, and delivery events so counsel can answer regulators or customers with confidence.
Features
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Reps generate from the exact templates legal controls — no rogue clauses, no off-brand edits. Every doc is accurate because approved language is the only option.
Entity names, governing law, product SKUs, and payment terms pull from HubSpot into the right clauses automatically — no copy-paste, no manual errors.
Enterprise deals go through legal and finance. SMB renewals skip straight to send. Set the approval chain once and every contract follows the right path automatically.
01
Start with the Google Docs, Word, or PDF files your legal team already trusts for customer agreements and board reviews.
02
Map HubSpot fields to contract clauses, set approval chains for different deal types, and define who reviews before anything goes out.
03
NDAs or order forms are quick wins that prove speed and accuracy without risking bespoke M&A work on day one.
04
Document the scenarios that still need outside counsel so legal focuses on true exceptions while standard deals close without delay.
Customer story
“I can run documents directly from HubSpot. No jumping between platforms. No copying data. The information comes straight from HubSpot, so it’s always right.”
Single source
HubSpot fields drive merges into Docs
No copy-paste
Documents run from CRM without extra tools
Edwin van der Maas
Operations Lead, 2manydots
Portant has been a game-changer for Clipboard! It’s saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.
With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.
Portant replaced three separate tools for us. One platform handles docs, signatures, and follow-ups without leaving HubSpot.
Portant was the simplest and quickest signing integration I’ve ever implemented, it works natively with HubSpot.
At RepCard, Portant gave us an end-to-end automated workflow inside HubSpot, we replaced manual agreement creation at scale.
We’re seeing higher average closed revenue with Portant and faster days to close, it’s showing us a material impact on sales velocity.
Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!
When the executive team asks for an extension document, Portant gets it to them in about an hour, it’s empowered my whole team.
Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!
This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.
This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!
Our reps used to spend 30 minutes per proposal. Now it’s under two minutes and the documents look better than ever.
